Add a custom reminder to a person or entity

Not all reminders can be linked to documents or other data. That is why it is possible to add a custom reminder to a specific person or entity.

You can effortlessly create a custom reminder for an person or legal entity when the reminder cannot be associated with a document or other data in Corporify. For example: annual UBO registration, yearly renewal of a LEI-code and similar obligations.

Before adding the reminder, determine:

• how much time in advance this reminder should be set?
• who will receive the reminder (Tip: work with user groups)?
• what extra details should be included in the reminder (additional note)?

By default, the 'Email' option is switched on. Switch it off if you only want to receive the reminder in Corporify and not via email. 

Below you can find a step by step guide on how to create a custom reminder.

For detailed instructions, click 'Start tutorial' below.